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ACTIV8 FAMILY OFFICE LLC

MCLEAN, VA · CRD 337753 · IAPD ↗ · activ8familyoffice.com · 978-870-0255

$1.54BRegulatory AUM
7Advisory reps
25Employees
0Clients
0Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — ACTIV8 FAMILY OFFICE LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — ACTIV8 FAMILY OFFICE LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — ACTIV8 FAMILY OFFICE LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — ACTIV8 FAMILY OFFICE LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — ACTIV8 FAMILY OFFICE LLC now reports custody of client assets ($395.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2026 — ACTIV8 FAMILY OFFICE LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
January 2026 — ACTIV8 FAMILY OFFICE LLC (MCLEAN, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.